Custom Views Guide

This guide provides complete instructions, workflow examples, and best practices for custom views.

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Basic Operations

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What Views Store

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A custom view captures your complete workspace configuration:

• Which columns are visible
• Which filters are enabled
• Current filter values (selected status, date range, product selections, etc.)
• Settings like sorting order or infinite scroll on/off

When you load a view, OrderFusion instantly restores that exact configuration.

Creating a View

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1. Configure your workspace: Enable columns and apply filters with the settings you want to save
2. Click the + button in the custom views block (appears above the orders list)
3. Enter a view name (e.g., “Support Queue” or “Ready to Ship”)
4. Optional: Select a color to differentiate this view (appears as badge background)
5. Optional: Check Pin this view for quick access via badge above orders list
6. Click Save

First-time setup: If you haven’t created any views yet, you’ll see a Create custom view button instead of the custom views block and + button.

Loading a View

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1. Click the custom views dropdown (above the orders list)
2. Select a view from the list

OrderFusion instantly restores that exact workspace configuration: columns, filters, filter values, and settings.

Live counts: The dropdown shows real-time order counts for each view. Example: “(47) Pending Orders” tells you 47 orders currently match that view’s filters.

Managing Views

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The custom views block shows the currently loaded view name and two buttons:

Pencil icon (Edit this custom view):

1. Load a view
2. Make changes to columns, filters, or settings
3. Click the pencil icon
4. Optionally update the name or color
5. Click Update

The view updates with your new configuration. All team members see the changes next time they load it.

Plus icon (Create a new custom view):

• Creates a new view with your current configuration
• Keeps the existing view unchanged
• Useful when you want to create a variation without modifying the original

Renaming a View

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1. Load the view by selecting it from the dropdown
2. Click the pencil icon (Edit this custom view)
3. Change the name in the form
4. Click Update

Deleting a View

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1. Click the custom views dropdown
2. Find the view you want to delete
3. Click the X button next to the view name
4. Confirm deletion

Note: Only the view creator can delete their views. Other users cannot delete views they didn’t create.

Pinning Views

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Pinned views appear as badges above the orders list with live counts, enabling one-click switching without opening the dropdown.

To pin or unpin a view:

1. Click the custom views dropdown
2. Find the view you want to pin
3. Click the pin icon (grey = unpinned, red = pinned)

Tip: Pins are personal – each user controls their own pinned views independently. Pin 2-4 views you check most frequently.

Pinned badge display: If you’ve pinned views, they appear as badges above the orders list with live counts: [(23) Support Queue] [(15) Ready to Ship] [(8) High Value]

Why pin views?

• Monitor multiple workflows simultaneously: See “(12) Pending” and “(3) Failed” at a glance
• One-click switching without dropdown navigation
• Live counts update automatically
• Avoid cluttering: Pin 2-4 most-used views only

Team Sharing

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Custom views are global – all team members see the same views in the dropdown. But loading views is personal – each user can load different views independently.

Example: Support loads “Pending Orders” while Fulfillment loads “Ready to Ship” at the same time. The views don’t affect each other.

Permissions:

• Everyone can see and load all views
• Only the view creator can edit or delete their views
• Other users can load a view and click + to save their own copy if they want different settings

When you update a view: All team members see the changes next time they load it. Active views don’t change until manually reloaded.

Best practice: Communicate with your team before making major changes to widely-used views. Consider creating a new view instead of updating one everyone relies on.

Workflow Examples

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Support & Customer Service View

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Use case: Support team handles customer inquiries and pending order issues

Configuration:

• Columns: Order #, Date, Customer name, Phone, Email, Products, Status, Order notes
• Filters: Date range (Last 7 days for pending orders, or Last 30 days for general inquiries)
• Settings: 50 items per page, Infinite scroll OFF

Why this works: Phone and email provide quick contact methods. Products column helps identify what the customer ordered. Order notes show previous support interactions. Adjust date range based on workflow: 7 days for urgent pending orders, 30 days for general customer inquiries.

Variation: For pending order focus, add Status filter (Pending payment + Processing) and replace Order notes with Customer note to see checkout requests.

Fulfillment View

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Use case: Warehouse team ships orders daily

Configuration:

• Columns: Order #, Products (popup preview), Tracking number, Shipping method, Ship to state
• Filters: Status (Processing)
• Settings: Infinite scroll ON

Why this works: Product preview shows images for picking. Processing status shows orders ready to ship. State grouping optimizes batch shipping.

Financial View

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Use case: Accounting team reconciles orders and payments

Configuration:

• Columns: Order #, Date, Total, Payment method, Coupon, Invoice number, Status
• Filters: Date range (This month), Payment method (Bank transfer + Check)
• Settings: 100 items per page

Why this works: Manual payment methods need verification. Coupon column tracks discount applications. Invoice numbers match accounting records.

Problem Orders View

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Use case: Management monitors orders needing attention

Configuration:

• Columns: Order #, Customer name, Status, Status history, Order notes, Total
• Filters: Status (On hold + Failed + Refunded), Status history (“Failed”)
• Settings: 20 items per page

Why this works: Focuses exclusively on problem statuses. Status history shows why orders failed. Manageable page size for careful review.

High-Value Orders View

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Use case: VIP team handles premium customers

Configuration:

• Columns: Order #, Customer name, Customer role, Total, Products, Status, Ship to country
• Filters: Total ($500 minimum), Customer role (Wholesale), Status (All except Cancelled/Refunded)
• Settings: 50 items per page

Why this works: Minimum total catches high-value orders. Customer role identifies wholesale buyers. International shipping often needs extra attention.

Troubleshooting

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View not loading correctly

Columns missing or filters not applying when you load a view.

Solution: Clear browser cache, reload page, try loading the view again.

View showing “0 orders” unexpectedly

View shows no results but you know matching orders exist. The filters are too restrictive – AND logic eliminates all matches.

Solution: Load the view, remove one filter at a time, apply filters, see when orders appear.

Can’t update or delete a view

Error message appears: “Unable to edit/delete a custom view created by another user”

Cause: Only the view creator can edit or delete their views.

Solution: To modify another user’s view, load it, click the + button to create a copy, then edit your copy.

Live counts not updating

Pinned view shows “(23) Support Queue” but you just processed those orders.

Solution: Refresh the page (F5). Counts update automatically every time you load the orders screen.

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